Stifel Financial’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Buy |
926,150
+882,182
| +2,006% | +$16.5M | 0.02% | 655 |
|
|
2025
Q1 | $843K | Buy |
43,968
+11,232
| +34% | +$215K | ﹤0.01% | 2343 |
|
|
2024
Q4 | $634K | Sell |
32,736
-436
| -1% | -$8.44K | ﹤0.01% | 2539 |
|
|
2024
Q3 | $657K | Buy |
33,172
+656
| +2% | +$13K | ﹤0.01% | 2496 |
|
|
2024
Q2 | $628K | Buy |
32,516
+1,186
| +4% | +$22.9K | ﹤0.01% | 2474 |
|
|
2024
Q1 | $613K | Buy |
31,330
+5,403
| +21% | +$106K | ﹤0.01% | 2490 |
|
|
2023
Q4 | $512K | Buy |
25,927
+4,023
| +18% | +$79.5K | ﹤0.01% | 2542 |
|
|
2023
Q3 | $400K | Buy |
21,904
+8,653
| +65% | +$158K | ﹤0.01% | 2620 |
|
|
2023
Q2 | $258K | Buy |
+13,251
| New | +$258K | ﹤0.01% | 2921 |
|